Advertisement
If you have a new account but are having problems posting or verifying your account, please email us on hello@boards.ie for help. Thanks :)
Hello all! Please ensure that you are posting a new thread or question in the appropriate forum. The Feedback forum is overwhelmed with questions that are having to be moved elsewhere. If you need help to verify your account contact hello@boards.ie
Hi there,
There is an issue with role permissions that is being worked on at the moment.
If you are having trouble with access or permissions on regional forums please post here to get access: https://www.boards.ie/discussion/2058365403/you-do-not-have-permission-for-that#latest

Outlook Email problem / macros/ VB - please help

  • 09-08-2008 2:32pm
    #1
    Goldstar
    Closed Accounts Posts: 17 ✭


    I have a load of the same email like the one below to advise people in my company that certain accounts which they look after are overdue. The people in my company who receive the email, then have to make the decision whether to extend credit or to ring the company.

    The format of the email is something like this.

    Dear (" account manager in my office for my company") and (CC: to Area manager")

    Please be advised that " Company name" has overdue bill since ("date bill is overdue") of ("amount ")

    Yours Etc.


    Basically what i want to do is to try to automate this process as much as possible. I was trying to design a form in the format where i would enter the name of the company and the amount . This infomation would go into the fields shown in brackets above and also into the title part of the email.
    I also want to make a list of people who i send the email to in a pull down menu or have them in the radio buttons instead of having to go to the to part in the actual email. Then finally I would like a command button or something to click on which will send the emails off and send the email to be printed so I can put it on file.

    I have to send out about 100 of these a day so I could automate this it would be really great and all suggestions would be welcome. I could write it in VB also so all suggestions welcome.


Comments

  • #2
    calex71
    Closed Accounts Posts: 13,126 ✭✭✭✭calex71


    all the data for the email like the total over due has to be getting pulled from a database somewhere, why cant you just set up a mail merge? then there would be no need to enter any data manually at all

    so all you would need to do is query the db and export the data like names and figures to be fed into outlook, the tricky part is usually with the email addresses if they are not on record on the data base
    and you dont have them in the gal in outlook ie putting just a name into the to field doesnt resolve the name to an email address


  • #3
    Goldstar
    Closed Accounts Posts: 17 ✭Goldstar


    I thought of using mail merge already -and it could be an option but a few more improvements would be better if i used VB or a macro

    1. First the information about the amount over due and due date comes from a paper statement report that I get so i have to type it in manually.

    2. I would like the email to go to the printer automatically each time when the email is sent instead of having to go file --> print each time as I have to put a printed out copy on the file - can i do this automatically through word mail merge .

    3. I would like the email to go into a certain folder within outlook so i can search through that folder later on in case i wish to retrieve one

    4. I would like all these emails going out to have a read receipt on them.
    5. I want all these "accounts" emails to automatically be given a follow up flag.


    Word mail merge could be a compromise solution alright, but if i could get it to do any more of the above then it would be good.


Advertisement